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Equibles

WELLS FARGO & COMPANY/MN

Position in LRCX — Lam Research Corp

CIK 72971 SAN FRANCISCO, CA
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,169,155,485
+$2,070,561,920 QoQ
Shares Held
7,313,492
+42.2% QoQ
Ownership
0.584%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#28
of 3,126 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 82% Shared 0% None 18%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$39,736,361
PutShares
91,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $7,964,846,561 across 29 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		7,313,492 $3,169,155,485
2 AMAT
Applied Materials Inc /De
 2,080,426 $1,504,147,998
3 ASML
Asml Holding NV
 718,985 $1,430,377,443
4 KLAC
Kla Corp
 3,495,695 $1,054,686,137
5 TER
Teradyne, Inc
 546,810 $264,568,548
6 Q
Qnity Electronics, Inc.
 777,950 $127,047,012
7 ENTG
Entegris Inc
 617,322 $111,031,532
8 AMKR
Amkor Technology, Inc.
 778,711 $67,148,247

All Filings in LRCX

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $39,736,361 91,700
2026-06-30 $3,169,155,485 7,313,492
2026-03-31 $1,452,888 6,800
2026-03-31 $1,098,593,565 5,141,784
2025-12-31 $1,335,204 7,800
2025-12-31 $914,047,788 5,339,688
2025-09-30 $21,410,610 159,900
2025-09-30 $716,835,924 5,353,517
2025-06-30 $2,248,554 23,100
2025-06-30 $565,466,455 5,809,189
2025-03-31 $432,014,367 5,942,426
2025-03-31 $908,750 12,500
2024-12-31 $422,180,518 5,844,947
2024-09-30 $509,401,214 624,205
2024-06-30 $699,324,262 656,735
2024-03-31 $633,139,133 651,666
2024-03-31 $97,157 100
2023-12-31 $512,452,552 654,256
2023-12-31 $78,326 100
2023-09-30 $62,677 100
2023-09-30 $424,972,620 678,036
2023-06-30 $64,286 100
2023-06-30 $461,778,549 718,319
2023-03-31 $392,077,809 739,602
2022-12-31 $315,290,984 750,157
2022-09-30 $264,962,406 723,941
2022-06-30 $371,934,768 872,779
2022-03-31 $503,952,386 937,394
2021-12-31 $684,625,764 951,993
2021-09-30 $574,267,793 1,008,992
2021-06-30 $712,163,168 1,094,457
2021-03-31 $668,704,518 1,123,420
2020-12-31 $2,000 100
2020-12-31 $507,428,138 1,074,445
2020-09-30 $377,580,598 1,138,148
2020-06-30 $398,868,873 1,233,132
2020-03-31 $295,284,720 1,230,353